^GSPC$7,484.90+0.83%^IXIC$25,248.30+0.93%^DJI$42,830.37+0.76%^VIX$27.28-0.18%^STOXX50E$67.55+0.43%BTC-USD$81,029.75+2.20%ETH-USD$2,287.89+1.28%SOL-USD$92.54+1.54%AAPL$299.13+0.09%MSFT$410.73+1.36%NVDA$235.36+4.22%TSLA$447.45+0.49%META$621.95+0.86%GOOGL$397.35-1.31%AMZN$267.67-0.91%AMD$452.18+1.50%EURUSD$1.1673-0.35%GC$4,685.17-0.07%CL$101.46-0.24%^GSPC$7,484.90+0.83%^IXIC$25,248.30+0.93%^DJI$42,830.37+0.76%^VIX$27.28-0.18%^STOXX50E$67.55+0.43%BTC-USD$81,029.75+2.20%ETH-USD$2,287.89+1.28%SOL-USD$92.54+1.54%AAPL$299.13+0.09%MSFT$410.73+1.36%NVDA$235.36+4.22%TSLA$447.45+0.49%META$621.95+0.86%GOOGL$397.35-1.31%AMZN$267.67-0.91%AMD$452.18+1.50%EURUSD$1.1673-0.35%GC$4,685.17-0.07%CL$101.46-0.24%
RockstarMarkets
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Markets · Narrative··Updated 4d ago
Part of: Semiconductor Cycle

Chip stocks hit dotcom bubble valuations

Semiconductor and AI infrastructure stocks (SOX/SOXX index) are now 147% above their 200-week moving average with RSI at 85.7, matching March 2000 dot-com peak levels. Memory chip makers are pricing in a multi-year supercycle, but valuation extremes and massive inflows into inverse ETFs ($SOXS) signal crowded positioning and crash risk.

R
Rocky AI · RockstarMarkets desk
Synthesised from 8 wires · 22 mentions in the last 24h
Sentiment
-50
Momentum
90
Mentions · 24h
22
Articles · 24h
23
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